wiar 5-09-17

Mary FanslauWhat I Am Reading

May 09 (Tuesday)

You could sell in May — or score by buying these stocks (CBS)
It’s Time to Buy European Stocks—Sorta, Kinda, Maybe (W)
Gundlach Says to Short S&P 500 and Go Long Emerging Market ETF (B)
These Charts Show China’s Stock Panic May Be Over: Analysts (B)
Market’s ‘Fear Gauge’ Nears 1993 Low (W)

Commodities & currencies
Despite Sanctions, Russia’s Oil Industry Powers On (W)
Opec and Russia poised to roll over oil output cuts (FT)
Iron Ore Revival Snuffed Out as ‘Weakest Commodity’ Drops Again (B)

Central banks
Fiscal Plans Could Fuel Rate Surge (W)
Fed’s Mester Warns Against Falling Behind With Rate-Hike Pace (B)

Conference Board’s Employment Trends Index Rises to 132.64 (W)

Macron’s Brand New Party Shoots for Parliament Takeover (W)
In France, Divisions Remain Despite Landslide Win (W)
Macron, Winner in French Election, Pushes ‘New Deal’ for Europe—but Faces Challenges (W)
Macron sets his sights on economic reform (FT)
Europe Expresses Caution on Macron’s Reform Ideas (W)
Merkel rules out eased spending rules to help Macron (FT)
Meet Emmanuel Macron, the 39-year-old former investment banker who will be the next French president (BI)
Why Macron matters to the whole world (FT)

Merkel party defeats SPD in state poll surprise (FT)
Italy’s bad debt problem refuses to go away (FT)

China posted a big surge in its exports to the US again last month (BI)
Chinese Tycoons Plant Money Management Flags on Wall Street (B)
Chinese Factories Going It Alone to Build the Next Must-Have Device (B)

US politics
White House Presses Insurance Woes in Health Fight (W)
President Trump Nominates 10 for Federal Courts (W)
Yates Says She Warned White House Flynn Could Be Blackmailed (B)

Opportunity Knocks for Trump in the Middle East; Answering Will Be Hard (W)
North Korea Detains Fourth U.S. Citizen for ‘Hostile Acts’ (W)

Industries & companies
Consumer: Restaurant Slowdown Slices Tyson’s Earnings (W)
Financials: Banks Want Mnuchin to Intervene in Fight Over New Loan Rule (W)
Financials: Goldman Shakes Up Leadership at Its Investment Bank (W)
Financials: Bank of America’s Depositors Have Less Interest in Interest (W)
Retail: Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon? (B)
Retail: The Long, Hard, Unprecedented Fall of Sears (B)
Tech: Apple’s Market Cap Hits $800 Billion Mark (W)
Tech: Buffett and Munger reassess technology sector (FT)

Corporate finance
ChemChina and Sinochem plan merger (FT)
Sinclair to Buy Tribune Media for $3.9 Billion (W)
Coach eyes further M&A after $2.4bn Kate Spade deal (FT)
Fight over Tribune shaping up to be big news (FT)
Pandora Steps Up Hunt for Buyer, Gets $150 Million From KKR (B)
VCs Put $110 Million Into Grammar-Checking Software (B)

Amazon Plans to Unveil New Echo (W)
Microsoft Speaker Challenges Amazon Echo With Calls (W)
How Self-Driving Cars Could End Uber (W)

A New Index Tracks Our National Mood One Tweet at a Time (W)
Bill Clinton to team up on White House book thriller (FT)